Active Implementation Plans


NYSL

Instructions for setting up NYSL locations

1. Review the IAC IP Authorization Request form; note the Region. Formulate a location ID based on the region. Each location ID begins with 'nysl_' and the region code, followed by a unique string.

Region LocationID
Capital nysl_ca
Central nysl_ce
Long Island nysl_li
Metro nysl_me
North Country nysl_nc
Rochester nysl_ro
South Central nysl_sc
South Eastern nysl_se
Western nysl_we

2. Write the location code on the Authorization Request, then create a location record

a. retrieve the generic location record for that region using the locationIDs shown above
b. modify the location ID and add the data from the Authorization Request -- do not modify the Logo Text field
c. use <ctrl>-R, Add to add the location field

3. Add the IP address listed on the Authorization Request into the appropriate Library Record's IP registry.

Region LibraryID
Capital nysl_ca
Central nysl_ce
Long Island nysl_li
Metro nysl_me
North Country nysl_nc
Rochester nysl_ro
South Central nysl_sc
South Eastern nysl_se
Western nysl_we

If the Authorization Request does not contain an IP address list, or indicates the name of a Dial-up Access Provider, create a Remote Patron Profile record using the locationID created in step 2 above. All NYSL dialup (RPP) profiles should use the same password (empirelink) and cache life (365):

Location ID:<locationID>
Method:D
Host:NA
Port: -1
Description:empirelink
RP Cache life (in days):365___

Example: Region == Rochester
Library == Roberts Wesleyan College

Retrieve the Rochester region generic location record, using locationID 'nysl_ro'. Modify the location ID, e.g., 'nysl_ro_rwc'

Fill in the rest of the location data (do not modify the Logo Text or Web URL fields, or the product list) using data in the Authorization Request

Use <ctrl>-R | Add to add the location record

Retrieve the Library Record using libraryID 'nysl_ro' and add the IP address(es) listed on the Authorization Request -- or -- create a remote patron profile record using the locationID 'nysl_ro_rwc', method 'D', password 'empirelink' and cache life = 365.

LOM

Implementation Plan
Library of Michigan
Steven Abbett 3/16/99

Library ID: lom
Locations lom_<library name>
Library Template lom_main

Currently there are only 3 libraries that have remote patron access
Lom_aapl, lom_annarbor (Ann Arbor PL), lom_botsfordrpa (Botsford General Hospital Library) & lom_lapeercl (Lapeer County Library)

Current Sales Persons: Field Rep: Doug Vanderzee - doug_vanderzee@iacnet.com
Kelli Lynch – kelli_lynch@iacnet.com

Current Databases:
HRCA Health Reference Center Academic
GRGM General Reference Center Gold & Backfile

Form received via E-mail

Use lom_main template for a new location record. Modify lom_main to reflect the new Library Name (be sure to use lom_<library name>). Modify City, Contact name, Phone number and E-mail address to Technical Contact on E-mail form received. Use <ctrl> R to add the location record after changes have been made. Add IP address range under Library ID lom. If E-mail form doesn’t have an IP range given then use Remote Patron Profile Option under location menu. Use lom_main as a template with the password of kepdorp with expiration of 60 days. Change lom_main to location record made and <ctrl> R to select menu item Location only choice to add the new location record.

Contact:
Randy Dykhuis Phone: 800/530-9019 ext. 19
Executive Director 517/694-4242 ext. 19
Michigan Library Consortium Fax: 517/694-9303
6810 S. Cedar, Suite 8 E-mail: dykhuisr@mlc.lib.mi.us
Lansing, MI 48911-6909 Web: http://www.mlc.lib.mi.us/
E-mail sent to dykhuisr@mlc.lib.mi.us
Copy E-mail to doug_vanderzee@iacnet.com,mitcheld@mlc.lib.mi.us,james_knight@iacnet.com,forgettb@mlc.lib.mi.us

Sample E-mail Sent

----------------------------------------------------------------------------------------------------
To: dykhuisr@mlc.lib.mi.us
cc:doug_vanderzee@iacnet.com,mitcheld@mlc.lib.mi.us,james_knight@iacnet.com,forgettb@mlc.lib.mi.us

Randy,

The below libraries have been added to our database.

Thanks Steven

Library Location
Big Rapids Middle School lom_bigrms
Leslie High School Library lom_lesliehsl
Petoskey Public Library lom_petoskeypl
----------------------------------------------------------------------------------------------------

ODL

Oklahoma Department of Libraries

Library ID: odl
Locations odl_<library name>
Library template odl_main

Remote Patron Users all use location odl_main.

Current Sales Persons: Field Rep: Mike Knee – mike_knee@iacnet.com
Inhouse: Kelli Lynch – kelli_lynch@iacnet.com

Form received via E-mail

Current databases:

GBF General BusinessFile ASAP
BIB Business Index Backfile
GRC General Reference Center
GRCB General Reference Center Backfile
HRCA Health Reference Center Academic
EAI Expanded Academic ASAP
EAIB Expanded Academic Index Backfile
PRS Prompt
BIP Books In Print
NNI National Newspaper Index
LT LegalTrac
PTOM PrimaryTOM

E-mail sent to Library contact and Tech contact on E-mail form received

Copy E-mail to jamesk@epub.iacnet.com,gary_ross@iacnet.com,jcorbett@oltn.odl.state.ok.us,digital@oltn.odl.state.ok.us

Use odl_main template for a new location record. Modify odl_main to reflect the new Library name (be sure to use odl_<library name>). Modify City, Contact Name, Phone Number and E-mail address to Tech contact on E-mail form received. Select options for Adobe_acrobat (PDF) & E_mail Searchbank on location record if customer has entered yes for these options on E-mail form received. Use <ctrl> R to add the location record after changes have been made. Add IP address range under Library ID odl. If no IP address is entered then use Remote Patron Profile Option under Location menu. Use odl_aagpferl as a template with the password of tenderfeet with expiration of 365 days. Use the location ID created above and add E-mail address for Library Usage Report if E-mail_Reports is filled in on E-mail form received in RLIS menu item URep. Select items Usage-by-Database, Retrievals-by-Cite, Sessions-by-Hour for the Library Usage Report. For Remote Patron access Remote Access should have a yes in the field on The E-mail form received and a First Search Authorization number should be entered below this.

Contact:

Contact:
Susan C. McVey
Deputy Director
(405) 522-3173 voice
smcvey@oltn.odl.state.ok.us

Sample E-mail:

To: superkid@mmind.net

CC:jamesk@epub.iacnet.com, gary_ross@iacnet.com, jcorbett@oltn.odl.state.ok.us, digital@oltn.odl.state.ok.us, gphillips@oltn.odl.state.ok.us

Greetings. Web access to IAC SearchBank databases has been enabled for
Russell Babb Elementary School. To reach SearchBank, point your browser(s) to

www.searchbank.com/searchbank/odl_russellbes

Dialup password: tenderfeet

You may bookmark this URL or add it to links on your library's home page.
If you have questions or need additional information, please contact our
help desk at 800 227 8431.

Sample E-mail for Remote Patron Users:

Cheryl,

Greetings. Web access to IAC SearchBank databases has been enabled for
Duke Public School Library Media Center. To reach SearchBank, point your browser(s) to

www.searchbank.com/searchbank/odl_dukepslmc

For Remote Patron Access point your broswer(s) to
www.searchbank.com/searchbank/odl_main

You may bookmark this URL or add it to links on your library's home page.
If you have questions or need additional information, please contact our
help desk at 800 227 8431.

DISCUS (SC)

LiLI (ID)

Library Record(s): idahoweb Original library record for trial use only
idahoita Academic Libraries
idahoitp Public Libraries
idahoits School Libraries
idahoite Special Libraries

Comments: none

Location Records Defaults LogoText:"State Library LiLI-D Databases";
HomePageURL:www.lili.org/lili-d.htm;
WelcomePrompt:"Enter your dialup cookie password"
Record template idaho_web
LocationID format rules idaho_a_*   academics
idaho_p_*   publics
idaho_s_*   schools
idaho_sp_* special libs
Dialup password / days to expire landmark / 365

Comments: Assign location record's LibraryID as indicated by the Library Records table above. Add IP addresses to appropriate Library record. Create location IDs as shown in the table above.

The location 'idaho_web' has been enabled for those libraries still connecting through the state library home page.

Databases GRCM
EAIM
BCPM
STOM
PTOM
HRCA

Remote/Dialup access:

For libraries unable to use IP authentication, use the following RPP format to enable cookie authentication:

Method: D
Description: landmark
RP Cache life (in days): 365

If remote access is required, follow the procedures outlined in Enabling ITWeb. For remote access passwords, use the form at

http://sales.iacenter.com:1800/LiLIform.html

to populate the password database (do NOT use the K12 form). Create a new location, if needed, and a RPP record as follows:

Method: D
Host: sales.iacenter.com
Port: 1800
Description: /cgi-bin/lili/rpascript.pl/%i/%a/%h/%l
RP Cache life (in days): 1

Notification

To:        LibraryContact, TechnicalContact
CC:       frank.buen@galegroup.com
Boilerplate: LiLI ITWeb Welcome Letter

Signup request source, method. Technical and administrative contacts. Service levels required (e.g., turnaround time)

MLIN

Library Record(s): mlin_main Original library record for trial use only
mlin_b Boston Region
mlin_c Central
mlin_n Northeast (NMRLS)
mlin_s Southeast (SMRLS)
mlin_w West

Comments: none

Location Records Defaults LogoText:"";
HomePageURL:
WelcomePrompt:""
Record template mlin_main (note: Account Status: 0)
LocationID format rules mlin_b_*   Boston
mlin_c_* Central
mlin_n_* North
mlin_s_* South
mlin_w_* West
Dialup password / days to expire pipeline / 487 (prorated)

Comments: URLs are formed at the request of one of two Mass BLC staffers, Marlene Heroux or Jackie Sullivan. These requests are typically emailed with just the names and region of the insititution; create a location record (note region and locationID format) and dialup profile. A more complete tech sheet will be filled out by the BLC staff and forwarded to the TGG installation crew. Use these sheets to complete the location profile, add IPs to the registry, etc.

Databases CA Contemporary Authors
GRC General Reference Center
GRCB General Reference Center Backfile
EAI Expanded Academic ASAP
EAIB Expanded Academic Index Backfile
HRC Health Reference Center
GBF General BusinessFile ASAP
BIB Business Index Backfile

Notification

Requests for URLs are mailed to TGG installations by email from Marlene Heroux or Jackie Sullivan. Once the locationIDs have been formed, reply directly to Marlene or Jackie with the URL information. They will then notify the site, and complete a MLIN tech sheet. Once additional information has been entered off the completed tech sheets, no further notification is required.

Signup request source, method: email from marlene.heroux@state.ma.us or Jacqueline.Sullivan-BLC@state.ma.us.
Technical and administrative contacts: Paul Kissman, paul.kissman@state.ma.us.
Service levels desired: New URLS - three days.

OSLIS/OETC

Saskatchewan

VIVA

Return to Implementing multiple ITWeb locations

Go to ITWeb Conversions

WSL

Washington State Library Initiative

Important: WSL program databases may be added to existing RLIS or ACP accounts (e.g., Everett, King County, San Juan Island, Seattle Public, Sno-Isle, Tacoma, Timberland). Any authentication methods already in place for these accounts should be extended for new products. New accounts in either ACP or RLIS should be enabled as follows:

RLIS
Common RLIS Library ID: wsl
Locations: <libID> (no special requirements; citynnnnn format okay)
Location record template: wsl_main

Authorization
Use IP if available; otherwise, include a dialup profile

Method:        Dialup
Password:     evergreen
Life:             365

ACP:
No special requirements (citynnnnn format okay)

Databases
InfoTrac:  GRCM  GBFM  HRC

GaleNetAssoc Unlimited (U.S. National, Regional, State, and Local, and IRS Data on Nonprofits)
CA/CLC/DLB (except Pierce County: LRC)
BRC (25 users; create a single account for all WSL participants for this product only)

Remote Access
RPA should be negotiated with each library independently; attempts should be made in each case to implement RPA using locally operated CGI scripts. If libraries are unable to to do so, fail over will occur in the following order:

1. If the library owns a range of library card numbers, a range checking script will be available. Use the Location Authorization profile in RLIS:

wslLocAuth.jpg (17416 bytes)

In ACP:

wslACPrpa.jpg (3840 bytes)

2. If the library does not own a range of library card numbers and chooses to use passwords instead, use the following Location Authorization profile:

wslLocAuthPass.jpg (18854 bytes)

In ACP:

wslACPrpaPass.jpg (3647 bytes)

Populate the password table using the form at

http://sales.iacenter.com:1800/WSLform.html

Passwords may be formed by the requesting library or at the installer's discretion (i.e., no special requirements), but they should be unique for each library.

InfoTrac Configuration UI Accounts

Individual config UI accounts may be created for each new RLIS account. (Please DO NOT use the location ID as the username.) Do not, at this time, create additional config UI accounts for existing RLIS accounts. Be sure that for each location, one preference is created, and that for each config UI account username, rights to only that preference, and corresponding location, are assigned (i.e., do not assign to each user account rights to all locations, preferences, or other user accounts).

Notification

Do not notify account contact persons directly. Send RLIS location IDs and config account UI info, and ACP customer codes, to the state SAE (currently James Knight). The SAE will notify customers and cc: sales staff. A digest for installation teams and FC support staff will also be assembled and posted to lindex.gale.com/pds/active_implementation_plans.htm.

Sales Reps: Field Rep: Andrew Hollenburg – andrew.hollenburg@galegroup.com
Inhouse: Frank Buen – frank.buen@galegroup.com

cc: all emails to james.knight@galegroup.com, gary.ross@galegroup.com, frank.buen@galegroup.com, andrew.hollenburg@galegroup.com

Questions about this implementation plan should be directed to james.knight@galegroup.com.